Mosaic Advisors LLC Takes $1.01 Million Position in Caterpillar Inc. $CAT

Key Points

• Mosaic Advisors LLC opened a new position in Caterpillar during the first quarter, buying 1,425 shares worth about $1.01 million. Caterpillar now makes up roughly 1.4% of the firm’s portfolio.
• Insider selling has been notable recently, with executives including Bob De Lange and Anthony D. Fassino selling shares. In the last 90 days, insiders sold 95,773 shares worth about $87.6 million.
• Caterpillar beat quarterly earnings expectations, reporting $5.54 EPS on $17.41 billion in revenue, and it also raised its quarterly dividend to $1.63 per share. Analysts currently rate the stock a Moderate Buy with a consensus price target of $980.57.

Mosaic Advisors LLC bought a new position in shares of Caterpillar Inc. (NYSE:CAT - Free Report) during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 1,425 shares of the industrial products company's stock, valued at approximately $1,010,000. Caterpillar makes up about 1.4% of Mosaic Advisors LLC's investment portfolio, making the stock its 18th biggest position.

A number of other hedge funds and other institutional investors have also bought and sold shares of CAT. Lam Group Inc. acquired a new position in Caterpillar during the first quarter valued at approximately $26,000. Torren Management LLC acquired a new stake in shares of Caterpillar in the 4th quarter valued at $27,000. Frazier Financial Advisors LLC increased its stake in shares of Caterpillar by 220.0% in the 4th quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company's stock valued at $28,000 after purchasing an additional 33 shares during the last quarter. IFS Advisors LLC acquired a new position in shares of Caterpillar during the 4th quarter worth $31,000. Finally, Rialto Wealth Management LLC lifted its position in shares of Caterpillar by 47.4% during the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company's stock worth $32,000 after buying an additional 18 shares during the last quarter. Institutional investors and hedge funds own 70.98% of the company's stock.

Insider Transactions at Caterpillar

In related news, insider Lange Bob De sold 24,222 shares of the stock in a transaction on Wednesday, May 6th. The stock was sold at an average price of $922.92, for a total value of $22,354,968.24. Following the completion of the sale, the insider directly owned 86,029 shares in the company, valued at $79,397,884.68. This represents a 21.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Anthony D. Fassino sold 16,283 shares of the firm's stock in a transaction on Monday, May 11th. The stock was sold at an average price of $916.80, for a total value of $14,928,254.40. Following the transaction, the insider directly owned 46,041 shares of the company's stock, valued at approximately $42,210,388.80. This represents a 26.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 95,773 shares of company stock worth $87,642,635. 0.33% of the stock is currently owned by insiders.

Caterpillar Price Performance

Caterpillar stock opened at $933.48 on Wednesday. The stock has a 50-day moving average price of $932.24 and a two-hundred day moving average price of $788.43. Caterpillar Inc. has a 12 month low of $403.02 and a 12 month high of $1,073.46. The company has a market capitalization of $429.95 billion, a PE ratio of 46.46, a P/E/G ratio of 1.84 and a beta of 1.57. The company has a current ratio of 1.35, a quick ratio of 0.81 and a debt-to-equity ratio of 1.64.

Caterpillar (NYSE:CAT - Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, topping the consensus estimate of $4.65 by $0.89. The company had revenue of $17.41 billion for the quarter, compared to analysts' expectations of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The business's quarterly revenue was up 22.2% compared to the same quarter last year. During the same period in the previous year, the business posted $4.25 earnings per share. Analysts expect that Caterpillar Inc. will post 24.71 EPS for the current year.

Caterpillar Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th will be given a $1.63 dividend. This is an increase from Caterpillar's previous quarterly dividend of $1.51. The ex-dividend date is Monday, July 20th. This represents a $6.52 annualized dividend and a yield of 0.7%. Caterpillar's dividend payout ratio is currently 30.06%.

Wall Street Analyst Weigh In

Several research firms recently weighed in on CAT. UBS Group reaffirmed a "neutral" rating and issued a $900.00 price objective on shares of Caterpillar in a research note on Tuesday, June 2nd. Daiwa Securities Group increased their target price on shares of Caterpillar from $790.00 to $900.00 and gave the stock a "neutral" rating in a report on Friday, May 1st. Wall Street Zen raised shares of Caterpillar from a "hold" rating to a "buy" rating in a report on Saturday, May 2nd. DA Davidson upped their price objective on shares of Caterpillar from $650.00 to $845.00 and gave the stock a "neutral" rating in a research report on Monday, May 4th. Finally, Jefferies Financial Group increased their price objective on shares of Caterpillar from $900.00 to $1,045.00 and gave the company a "buy" rating in a research note on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $980.57.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s Construction Industries segment is showing strong momentum, with Q1 2026 sales up 38%, digital expansion, and a 2030 growth target supporting optimism about sustained growth. Can CAT's Construction Industries Segment Deliver Sustained Growth?
• Positive Sentiment: Caterpillar is emphasizing recurring revenue through rentals, digital services, and technology-driven offerings, which investors may view as a more durable business mix. Caterpillar (CAT) Bets On Recurring Revenue After 38% Construction Sales Surge
• Positive Sentiment: Brokerages reportedly maintain a consensus recommendation of “Moderate Buy,” reinforcing a favorable analyst backdrop for Caterpillar. Caterpillar Inc. NYSE: CAT Given Consensus Recommendation of "Moderate Buy" by Brokerages
• Neutral Sentiment: Caterpillar is drawing more attention from investors, with Zacks noting that CAT has been one of its most searched stocks lately. Investors Heavily Search Caterpillar Inc. (CAT): Here is What You Need to Know
• Neutral Sentiment: Caterpillar’s internship program offering jobs to more than half of participants is a positive workforce signal, but it is unlikely to materially move the stock on its own. Caterpillar program offers job to more than half of its interns
• Neutral Sentiment: The Caterpillar Foundation’s $2.3 million donation to the Smithsonian is mostly a corporate philanthropy story and is not likely to have a direct stock impact. Caterpillar Foundation To Give $2.3 Million to Smithsonian in Celebration of America’s 250th Anniversary

Caterpillar Profile

Caterpillar Inc is a global manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines and locomotives. The company's product portfolio includes earthmoving machines such as excavators, bulldozers, wheel loaders and off‑highway trucks, as well as a range of power generation products including generator sets and power systems for industrial and commercial use. Caterpillar serves customers across heavy construction, mining, energy, transportation and related industries with both equipment and integrated technology solutions.

In addition to manufacturing, Caterpillar provides a broad range of aftermarket parts and support services, including maintenance, repair, remanufacturing and fleet management tools.

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